3

Sending emails using quick campaigns only honour the primary email address field on the specified entity form.

+Sending emails using quick campaign honour only primary email address field on the specified entity form.
Example : If we create a quick campaign on the account entity and use the primary email address for the Primary contact associated to the account so

Read more...

0 Comments

Read more... 0 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Needs Votes
3

Should add ability to see what Dynamic Marketing Lists a Contact, Lead or Account is a member of.

Microsoft should add ability to see what Dynamic Marketing Lists a Contact, Lead or Account is a member of. Right now, it's only possible to see what Static Marketing Lists a record is a member of.

Read more...

1 Comments

Read more... 1 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Needs Votes
3

Make Reports available on Marketing List Members

Make Reports available on Marketing List Members so i can e.g use my Account Reports on the Marketing List Member Tabset

Read more...

1 Comments

Read more... 1 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Needs Votes
3

Reinstate functionality from v4 - feedback id: 424864

In v4 my colleague raised a request, feedback id: 424864 - CRM- Campaign Email Activitiy send FROM a queue which was taken on board and implemented in rollup 5, this was raised on behlf of our client who since then has used this functionality extensively.

They recently upgraded to 2...

Read more...

1 Comments

Read more... 1 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Needs Votes
3

New Process for eDM/Marketing Campaigns

I would very much like to see some new thinking in MSCRM's marketing section. In my opinion this is the weakest link in the product.

The process of creating campaigns, then add activities, marketing lists, and so on, until distribution, is perhaps a logical approach for phone or let...

Read more...

1 Comments

Read more... 1 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Needs Votes
3

Using workflow to add a Contact to a Marketing List automatically

It would be really useful to be able to use workflow to add a Contact to a Marketing List, when certain fields get set.

Read more...

1 Comments

Read more... 1 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Needs Votes
3

Originating Lead field of any existing Opportunity is grayed out

When we open an existing lead, we can associate it with a "Source Campaign".

When we open an existing opportunity, we cannot associate it with an "Originating Lead".

In the form settings and the "Originating Lead" field is NOT read-only. Moreover, the field is open on th...

Read more...

1 Comments

Read more... 1 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Needs Votes
3

Deactivating a Campaign

It would be very useful if it could be possible to deactivate a Campaign once it is fully completed. At the moment you can set it to Complete, but this still shows in the Source Campaign Lookup (for example on an Opportunity record) and we are getting a large number in the list. Could this be ...

Read more...

2 Comments

Read more... 2 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Needs Votes
3

Activities concerning campaigns must be possible

It should be possible to have a campaign as a regarded object in an activity.
= It should be possible to have activities for campaigns, just as you can have activities in other entities (like account, order, ...)

Remark: I know there are Planning tasks in campaign and activitie...

Read more...

1 Comments

Read more... 1 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We released this feature as part of the functionality in a previous major release. Planning activities are maintained in the Activity Timeline.

 

Sincerely,

Christian Abeln, PM,

Microsoft.

2

Display Dynamics Marketing Lists against Contact

Currently only static marketing lists can be viewed from a sub-grid on a Contact form and from the Common menu. Dynamics lists are now mainly used so these should also be listed on the Contact form and Common menu. Thanks Eileen

Read more...

1 Comments

Read more... 1 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your feedback.

We are not considering the suggestion at this time due to the following reason:

The calculation required to keep up all dynamic marketing lists (fetch XML queries) that may return a specific contact and that for all contacts would be a large computational effort and could not easily be achieved for most audience sizes and numbers of dynamic marketing lists.

 If you have select dynamic lists that should be observed and reflected on contacts, one way could be to materialize a dynamic lists into a static lists and such use the existing mechanics.

Sincerely,

PM,

Microsoft.